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Geraldine Weiss Had An Interesting Formula
Forbes· 2025-10-27 17:30
A Coors beer sign in a Chicago bar. Molson Coors is one of four stocks singled out here as looking good on an indicator devised by the late market analyst Geraldine Weiss. (Photo by Scott Olson/Getty Images)Getty ImagesWhen a stock sports a dividend yield above its own historical average, one of two things has happened. The company may have raised its dividend – usually a good sign. Or, the dividend yield may have gone up because the stock’s price went down. That suggests there’s been bad news, but it hints ...
Organon CEO stands down amid contraceptive sales malpractice probe
Yahoo Finance· 2025-10-27 17:30
Organon CEO Kevin Ali has stepped down from his leading position at the company, following its board’s discovery of sales malpractice. This follows a probe from the board’s audit committee, which found that Organon was conducting “improper” wholesaler sales practices. This involved encouraging US-based wholesalers to buy more of the company’s contraceptive implant, Nexplanon, than they needed. According to the probe, wrongdoing occurred between 2022 and 2025, with the board identifying misconduct at the ...
BridgeBio rises after late-stage muscular dystrophy trial success
Seeking Alpha· 2025-10-27 17:09
BridgeBio Pharma (NASDAQ:BBIO) shares rose after it announced positive results from its late-stage study of BBP-418 on patients with limb-girdle muscular dystrophy type 2I/R9. The study successfully met all its main and secondary goals, showing a safety profile that aligns with ...
Baron Health Care Fund Q3 2025 Shareholder Letter
Seeking Alpha· 2025-10-27 17:01
PhanuwatNandee/iStock via Getty Images Dear Baron Health Care Fund Shareholder: In the quarter ended September 30, 2025, Baron Health Care Fund® (the Fund) increased 5.39% (Institutional Shares), compared with the 5.05% gain for the Russell 3000 Health Care Index (the Benchmark) and the 8.18% gain for the Russell 3000 Index (the Index). Since inception (April 30, 2018), the Fund increased 9.30% on an annualized basis compared with the 8.68% gain for the Benchmark and the 14.48% gain for the Index. The F ...
Dr. Reddy's Q2 Earnings Beat Estimates, Generics Sales Boost Revenues
ZACKS· 2025-10-27 16:36
Core Insights - Dr. Reddy's Laboratories Limited (RDY) reported Q2 fiscal 2026 earnings of 19 cents per American Depositary Share (ADS), exceeding the Zacks Consensus Estimate of 18 cents, and up from 17 cents per ADS in the same quarter last year [1][5] - Revenues increased by 9.8% year over year to $992 million, surpassing the Zacks Consensus Estimate of $983 million, primarily driven by growth in global generics revenues [1][5] Revenue Breakdown - Global Generics revenues reached INR 78.5 billion, reflecting a 10% year-over-year increase, mainly due to the acquired Nicotine Replacement Therapy portfolio in Europe and strong performance in branded markets [2] - Pharmaceutical Services & Active Ingredients (PSAI) revenues amounted to INR 9.5 billion, up 12% year over year, driven by new active pharmaceutical ingredients (APIs) and favorable foreign exchange [7] - Revenues in the Others segment totaled INR 0.1 billion, down 42% year over year [7] Regional Performance - North America segment revenues declined by 13%, attributed to increased price erosion in key products like Lenalidomide, although this was partially offset by favorable foreign exchange and contributions from new product launches [3] Product Development and Approvals - As of September 30, 2025, Dr. Reddy's had 75 generic filings pending FDA approval, including 73 abbreviated new drug applications (ANDAs) and two new drug applications, with 45 of the ANDAs being Para IVs [4] - The European Medicines Agency's Committee for Medicinal Products for Human Use (CHMP) issued a positive opinion for AVT03, a proposed biosimilar to Amgen's Prolia and Xgeva, which is now under review by the European Commission [10][12] Financial Metrics - Gross margin decreased by 492 basis points to 54.7% due to higher price erosion in generics and reduced operating leverage [8] - Research and development (R&D) expenses were $70 million, down 15% year over year, as investments in biosimilars decreased following major funding completion for the Abatacept biosimilar candidate [8] - Selling, general and administrative expenses rose to $298 million, up 15% year over year, driven by increased sales and marketing investments [9] Strategic Moves - Dr. Reddy's announced an agreement to acquire the Stugeron portfolio from Johnson & Johnson, marking its entry into the anti-vertigo market, enhancing its central nervous system portfolio [16]
Novartis Q3 2025 Earnings Preview (NYSE:NVS)
Seeking Alpha· 2025-10-27 16:31
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What Is 1 of the Best Pharmaceutical Stocks to Buy Now?
Yahoo Finance· 2025-10-27 16:21
Key Points Anti-obesity drugs are being considered for a range of addictive behaviors. Pfizer just acquired a next-generation, clinical-stage maker of obesity treatments. 10 stocks we like better than Pfizer › What's the hottest trend in the pharmaceutical industry right now? You could make a strong argument that it's the expansion of so-called GLP-1 medications. These miracle drugs effectively promote weight loss (in addition to treating diabetes), but there's growing evidence that they can also ...
Jim Cramer on Eli Lilly: “It’s Become Luckless”
Yahoo Finance· 2025-10-27 15:54
Group 1 - Eli Lilly and Company is under pressure to find new applications for its GLP-1 drug, Zepbound, or face a potential stock price decline to the $700s from its current $825 level [1] - The company is perceived to need a significant new drug indication that insurance companies will cover, as current offerings like Ozempic are seen as saturated [2] - There is a belief that while Eli Lilly has investment potential, certain AI stocks may offer better upside with less downside risk [2]
速递|48%受试者减重超10%!信达生物玛仕度肽重磅新结果发布
GLP1减重宝典· 2025-10-27 15:53
整理 | GLP1减重宝典内容团队 *本文仅供医疗卫生专业人士参考 版权声明:所有「GLP1减重宝典」的原创文章,转载须联系授权,并在文首/文末注明来源、作者、微信ID,否则减重宝典将向其追究法律责 任。部分文章推送时未能与原作者或公众号平台取得联系。若涉及版权问题,敬请原作者联系我们。合作事宜,请添加微信:andyxu365 加入专家库与我们深度讨论 「GLP-1俱乐部」覆盖数百位专业人士,构建了围绕GLP-1产业链上下游、覆盖多个板块的专家库,成为了业内顶尖专业人士获取行业真知灼见的首要选择。加入 专家库请添加下方「运营负责人」微信,并提供名片和必要的个人信息。 ▂▂▂▂▂ 10月27日,信达生物宣布胰高血糖素(GCG)/胰高血糖素样肽-1(GLP-1)双受体激动剂玛仕度肽(研发代号:IBI362)的第四项III 期临床研究(DREAMS-3)达成主要终点。研究结果证明,在中国2型糖尿病合并肥胖受试者中,第32周时,玛仕度肽组HbA1c<7.0% 且体重较基线下降≥10%的受试者比例为48.0%,优效于司美格鲁肽组(21.0%,P值<0.0001)。此外,第32周时,玛仕度肽组和司美 格鲁肽组HbA1c较 ...
Stock Market Today: U.S. Equities Jump After Fresh Records, China Trade Framework Teased
Yahoo Finance· 2025-10-27 15:43
This live blog is refreshed periodically throughout the day with the latest updates from the market.To find the latest Stock Market Today threads, click here. Happy Monday. This is TheStreet’s Stock Market Today for Oct. 27, 2025. You can follow the latest updates on the market here in our daily live blog. Update: 9:31 a.m. ET Opening Bell The U.S. markets are now open for business. The Nasdaq (+1.47%) and S&P 500 (+0.91%) set new records at the open, briefly climbing to 8,532.62 and 23,546.16, respectiv ...